+204.4%
RKLB vs USFR
+20.4%
+184.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | 0.0% | +0.1% | -0.1% | -0.3% |
| 30D | -21.2% | +0.3% | -21.5% | -22.3% |
| 3M | -41.7% | +1.0% | -42.7% | -44.8% |
| 6M | -11.8% | +1.9% | -13.7% | -21.8% |
| YTD | -9.6% | +2.7% | -12.2% | -23.9% |
| 1Y | +34.1% | +4.0% | +30.1% | +2.3% |
| 3Y | +917.3% | +14.0% | +903.2% | +364.4% |
| 5Y | +204.4% | +20.4% | +184.0% | -7.7% |
| All | +204.4% | +20.4% | +184.0% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded USFR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling